DeSci Leads On-Chain Ecosystem, Multi-Narrative Framework Shapes 2025 Market Landscape｜Matrixport Research

At the start of 2025, the crypto market is undergoing significant structural shifts driven by diverse narratives. From the rapid rise of DeSci to the redefinition of the AI Meme sector and the continuous expansion of the on-chain ecosystem, the market is maturing. Active on-chain fund flows, sustained institutional inflows, and macroeconomic policy optimization are creating abundant growth opportunities.

$10 Trillion On-Chain Transaction Value: A Key Confidence Indicator

The notable flow of on-chain funds underscores the resilience of the market. According to Bitget data on January 3, 2025, BTC recorded a net spot inflow of $200 million in the past 24 hours, with U.S. BTC ETFs receiving over $48.6 million in a single day. The total holdings in U.S. BTC ETFs have reached $106.7 billion.

In 2024, on-chain transaction value surpassed $10 trillion for the first time, with transaction volume tripling compared to 2021. This highlights the growing confidence in the market. Simultaneously, derivatives markets saw strong inflows in key assets such as $BTC, $SOL, and $ETH, reflecting optimistic investor sentiment. DeSci and AI Meme sectors also reported heightened on-chain activity, fueling ecosystem development.

The alignment of on-chain fund flows with ecosystem activity marks the onset of a new expansion phase, positioning on-chain data as a critical measure of market confidence.

DeSci Momentum: A Core Driver of On-Chain Innovation

The Decentralized Science (DeSci) sector has emerged as a market focus in early 2025. On January 2, 2025, the successful launch of $BIO sparked significant attention. This was followed by sharp gains in related tokens such as $SCIHUB, $RIF, and $WORM, signaling increasing interest from mainstream investors.

DeSci leverages blockchain technology to revolutionize research funding and knowledge sharing with transparency and efficiency. On January 2, 2025, Head Labs forecasted that DeSci, Real World Assets (RWA), and AI agency narratives will gain traction throughout 2025, paving the way for broader blockchain adoption.

The rapid rise of DeSci demonstrates blockchain’s enormous potential in the research domain. It is poised to attract traditional research funding while establishing a strong foundation for further on-chain innovation.

AI Meme and Agent Sectors Reflect Market Maturity

The AI Meme and Agent sectors exhibited notable bifurcation in early January 2025. Popular tokens such as $AIXBT and $VIRTUAL experienced pullbacks, while $FARTCOIN and $ACT bucked the trend with strong gains. $COOKIE, which surpassed a $100 million market cap on January 1, 2025, saw a minor correction but remains valued for its AI data services and ecosystem expansion potential.

This transition signifies a shift in market dynamics from speculative trading to value-driven growth. Investors are increasingly focusing on projects with robust ecosystems and real-world applications rather than those reliant on mere exchange listings.

The bifurcation in the AI Meme sector reflects the market’s maturing valuation logic, favoring technologically sound projects for sustained growth.

Policy Improvements and Liquidity Injections to Drive Core Assets

On January 3, 2025, FTX’s Chapter 11 restructuring plan officially took effect, with the first phase of creditor repayments scheduled within 60 days. This development is expected to introduce incremental liquidity to the market. However, the Federal Reserve’s anticipated cautious approach to rate cuts in 2025 and the U.S. dollar index hitting a two-year high pose short-term challenges for risk assets like BTC.

Meanwhile, ISO 20022-compliant assets such as XRP are gaining traction due to their regulatory alignment and potential in global payments. These assets stand out as resilient options in a challenging macroeconomic environment.

Even under macroeconomic pressures, policy improvements and liquidity injections are expected to provide core assets with renewed growth momentum.

Disclaimer: The above content is for informational purposes and reference only. The content does not constitute investment advice. Digital asset transactions can be precarious and volatile. Investment decisions should be made after carefully considering individual circumstances and consulting financial professionals. Matrixport is not responsible for any investment decisions based on the information provided in this content.

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